Protect Add-on Implementation Checklist

We strongly recommend that you engage with your Litera implementation representative to follow up on each step.

Checklist (in recommended implementation order)

CAM Area

Documentation Link

Checklist (in recommended implementation order)

CAM Area

Documentation Link

1

Initial Tenant Setup

Litera Devops sends client/Partner an initial admin login. The client or partner is recommended to add a service account afterwards if using Data Uploader to run services using that.

Account Management > Users

https://pdocs.atlassian.net/wiki/spaces/CCAM/pages/26411024/Create+CAM+User+Accounts#Account-Creation-Steps

2

Set up AWS Client Stack

Configure AWS at the Client

N/A

https://pdocs.atlassian.net/wiki/spaces/CCAM/pages/33457245

3

CAM Portal Users

Set Up Users

Account Management > Users

https://pdocs.atlassian.net/wiki/spaces/CCAM/pages/26411024

4

Set Up Group

Account Management > Groups

https://pdocs.atlassian.net/wiki/spaces/CCAM/pages/32604325

5

Set Up Roles

Account Management > Roles

  • Set Up:

  • Permissions List:

6

Content Mover - Set up Client Stack

For clients using AWS

N/A

7

For clients using Azure

N/A

8

Configure External Systems

Obtain applicable information

Administration > External System Configuration

9

Set Up

10

Metadata

Metadata Mapping

Administration > Metadata

 

11

Create Metadata

12

Workspace Name Rules & Format

Set up rules

Administration > External System Configuration

  • iManage Workpace Name Rules & Format:
    NetDocument Workpace Name Rules & Format:
    Office 365 Group Name Rules:

13

Default Folder Metadata

Set up metadata to be applied to every folder

Administration > External System Configuration

  • iManage:

  • NetDocuments:

14

Default Group Rules

Set up rules

Administration > External System Configuration

  • iManage:

  • NetDocuments: TBC - see iManage link above

15

Default Document Metadata

Set up metadata to be applied to every document

Administration > External System Configuration

  • iManage:

  • NetDocuments: TBC - see iManage link above

16

Workspace Edit Name Rule

Set up rules

Administration > External System Configuration

  • iManage:

  • NetDocuments: TBC

17

Template

Create folder structures

Administration > Template Editor

  • Planning & Design

  • Configuration

  • Office 365 Tabs

    • Planner:

    • SharePoint List:

    • Tabs:

      • iManage:

      • NetDocuments:

      • iManage/Trello/Microsoft Stream App:

      • Custom Tabs:

18

Set bespoke folder Metadata (not used in the Default Folder Metadata above)

19

Set folder availability and security

20

Template Rules

Set up rules

Administration > External System Configuration

  • iManage:

  • NetDocuments:

21

Workflows

Create Workflows

Administration > Request Workflow Configuration

22

Link Workspaces

Connect DMS workspaces to CAM

CSV Job

Utilize the CSV parameters here to link workspaces. This will create a job.

23

Directory

Configure Directory Columns

Administration > Layout > Grid

Go to Grids section:

24

Configure Matter Headings

Administration > Layout > Headers

Go to Headers section:

25

Job Notifications

Configure Job Notification

Jobs

Notification:
Email Template:

26

Security

Setup security controls and walls

Control Center

 

27

Project team security

Directory-> Security

28

Data Sync

Configure Data Sync

Administration > Data Sync

29

Contact iManage/NetDocuments to alert them to the data sync

N/A

 

30

Contact your Litera Customer Success Manager for Litera to enable the initial sync. Please include details of your iManage/NetDocuments Support contact to allow us to liaise with the DMS provider if required.

N/A

N/A

31

Run initial Data Sync

Administration > Data Sync

32

Document and Workspace Tabs

Document Search Form/s

Administration > Layout > Forms

  • Configure Form:

  • About Documents (Service Desk):

33

Workspace Search Form/s

Administration > Layout > Forms

  • Configure Form:

  • About Documents (Service Desk):

34

Configure Directory Columns

Administration > Layout > Grid

Go to Grids section:

35

Configure Matter Headings

Administration > Layout > Headers

Go to Headers section:

36

Content Mover

Configure Content Mover

Administration > Content Mover

37

Configure Default Settings

Administration > Content Mover

  • Default Settings:

  • Advanced Mapping:

38

Business Continuity

Email your Litera Customer Success Manager requesting that Business Continuity is set up, the user names, email addresses and mobile numbers

N/A

39

Spot Check of synced documents (recommend 5 - 10 documents)

N/A

N/A

40

Analytics

Write MySQL Analytics Queries

Analytics

41

Dynamic Groups

No action needed - already configured in CAM

42

Source System

Configure Source System
(For a Cloud Based or web-service/REST API source system)

Administration > Source Systems Configuration

43

Configure Data Uploader (For On Premise/SQL Based source systems)

Data Uploader

44

Write SQL Queries (For On Premise/SQL Based source systems)

N/A

45

Configure Active Directory

Data Uploader

  • Active Directory Tab:

  • Manage Active Directory:

  • Filter Active Directory Users/Groups:

  • Mapping Active Directory:

46

Upload SQL Queries to Data Uploader (For On Premise/SQL Based source systems/Active Directory)

Data Uploader

 

47

Single Sign On

Configure Single Sign On

N/A

48

Litera Configuration

Email your Litera Customer Success Manager detailing:

  • The Client Name

  • The CAM URL/s you wish to apply SSO to

  • The SSO provider

N/A

49

Dashboards

Configure the dashboards module to the firm’s use cases

 

50

PowerDesktop

Setup PowerDesktop

 

51

UAT

N/A

N/A

N/A

52

Go Live

N/A

N/A

N/A

 

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